How do I create a new individual client?
Creating a new individual client allows you to register a person in the system before starting their identity verification (KYC). This is the first step in onboarding a new client.
To create a new individual client:
- Go to Clients from the left navigation
- Click Create Client or Create New Individual Client (top-right corner)
- Fill in required fields:
- First Name
- Last Name
- Phone
- Client Type
- Click Create
Once created, the client will appear in your list with a “Not Started” verification status.
👉 What to do next: Immediately click Initiate KYC to start the verification process.
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